V-Square Quantitative Management’s Caterpillar CAT Stock Holding History

V-Square Quantitative Management’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.1M	Buy	8,606 +164	+2%	+$114K	0.64%	16
2025 Q4	$4.84M	Buy	+8,442	New	+$4.69M	0.5%	23
2025 Q3	–	Sell	-9,250	Closed	-$3.59M	–	218
2025 Q2	$3.59M	Sell	9,250 -217	-2%	-$72.3K	0.48%	29
2025 Q1	$3.12M	Buy	9,467 +459	+5%	+$163K	0.46%	38
2024 Q4	$3.27M	Buy	9,008 +68	+0.8%	+$26.4K	0.46%	32
2024 Q3	$3.5M	Buy	8,940 +906	+11%	+$313K	0.51%	28
2024 Q2	$2.68M	Sell	8,034 -430	-5%	-$149K	0.43%	34
2024 Q1	$3.1M	Buy	8,464 +2,141	+34%	+$684K	0.43%	32
2023 Q4	$1.87M	Buy	6,323 +2,280	+56%	+$591K	0.33%	40
2023 Q3	$1.1M	Buy	4,043 +1,003	+33%	+$272K	0.49%	28
2023 Q2	$748K	Sell	3,040 -213	-7%	-$47.5K	0.55%	35
2023 Q1	$744K	Buy	+3,253	New	+$786K	0.69%	35

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

V-Square Quantitative Management's CAT Position: Q1 2026 in Review

V-Square Quantitative Management increased its Caterpillar (CAT) stake by 1.9% in Q1 2026, buying an estimated $114K and bringing the position to 8,606 shares worth $6.1M. The position accounts for 0.64% of the portfolio, ranked #16.

V-Square Quantitative Management first reported a position in CAT in Q1 2023 and has held it in 12 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

V-Square Quantitative Management held 8,606 shares of Caterpillar worth $6.1M as of Q1 2026.
V-Square Quantitative Management bought 164 Caterpillar shares in Q1 2026, an estimated $114K.
Caterpillar made up 0.64% of V-Square Quantitative Management's portfolio in Q1 2026, its #16 holding.
V-Square Quantitative Management first reported a position in Caterpillar in Q1 2023 and has held it in 12 quarters since.
3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on V-Square Quantitative Management's 13F filing for Q1 2026, filed 27 Apr 2026.